Investment Checklist

nota panduan untuk kegunaan saya, senang sket lepas ni takde soalan yang tertinggal kalau dapat client baru ;)
Saya cuba summary entry2 saya sebelum ni dengan jadual di bawah. Happy clicking!

Client's need/goals:	Asked	Not Asked	Remarks
Ask the client's needs/goals			Factor to be consider
His/her priority
Is he/she married?
Does he/she have any children?
How long can he/she invest?
What is his/her risk appetite?			Risk Profiler [Aggressive/Moderate/Conservative]
Does he/she have any insurance?
How much can he/she afford?
What is his/her expected return?
What is his/her expected level of service?

Product/Plan Proposed	Asked	Not Asked	Remarks
Which funds or plan proposed?			Income or Capital Growth
Any diversification of his/her investment?			Asset Allocation
Is he/she aware about the risk incurred?
Is he/she aware that this is a medium to long term investment?
Explained to him/her about market volatility and manage his/her expectation?			Market Volatility
Is there any free insurance for the funds proposed?
Is there any group insurance proposed? (especially to those has no insurance)
Is there any regular savings plan suggested?			Open Public Bank Acc **PMO DDI
Have you explained RCA?			Ringgit-Cost-Average

Justification:

Why this fund/plan?
Does the fund/plan meet his/her goals?
Does this match his/her risk appetite?
What are the benefits of the products/plan?

checklist:
 Photocopy IC, Postal Address, Phone No, Public Bank Acc (Branch Name)